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Photonics & Optical Interconnect

Photonics moves data as light rather than as electricity, which is the only practical way to carry the traffic between racks in a large AI cluster. Optical transceivers and co-packaged optics have become a bottleneck of their own.

20 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
426	CCG Ceeto Capital Group Coral Gables, Florida	$1.35M	-$33K	2	0.99%	Reduced
427	WEC Winslow Evans & Crocker Boston, Massachusetts	$1.35M	+$317K	3	0.38%	Increased
428	SAM Symphony Asset Management San Francisco, California	$1.32M	+$1.38M	1	0.34%	New
429	ACM AlphaCrest Capital Management New York	$1.3M	+$1.08M	2	0.2%	Increased
430	Element Capital Management New York	$1.29M	+$1.36M	3	0.04%	New
431	MAM Meeder Asset Management Dublin, Ohio	$1.29M	+$627K	2	0.1%	Increased
432	Stephens Inc Little Rock, Arkansas	$1.29M	-$314K	2	0.03%	Reduced
433	TMC Trellus Management Company Delray Beach, Florida	$1.29M	+$1.38M	1	2.45%	New
434	PIA Piedmont Investment Advisors Durham, North Carolina	$1.28M	+$326K	4	0.05%	Increased
435	Teacher Retirement System of Texas Austin, Texas	$1.27M	+$1.41M	1	0.01%	New
436	Gateway Investment Advisers Cincinnati, Ohio	$1.26M	+$21.6K	2	0.01%	Increased
437	SCA Secor Capital Advisors New York	$1.26M	+$845K	3	0.26%	Increased
438	HCA Harbour Capital Advisors Tysons Corner, Virginia	$1.26M	+$147K	1	0.56%	Increased
439	Empowered Funds Havertown, Pennsylvania	$1.26M	+$1.31M	1	0.45%	New
440	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$1.26M	+$240K	2	0.56%	Increased
441	AP AlpInvest Partners Amsterdam, Netherlands	$1.25M	+$1.4M	1	1.7%	New
442	CH Canton Hathaway Providence, Rhode Island	$1.23M	+$1.05M	2	0.71%	Increased
443	Oppenheimer Asset Management New York	$1.2M	-$119K	2	0.03%	Reduced
444	SWM Segment Wealth Management Houston, Texas	$1.19M	$0	1	0.25%	Maintained
445	SAM Securian Asset Management St Paul, Minnesota	$1.18M	+$22.7K	2	0.03%	Increased
446	KeyBank National Association Cleveland, Ohio	$1.17M	+$85.6K	2	0.01%	Increased
447	Greenleaf Trust Kalamazoo, Michigan	$1.16M	-$2.5K	3	0.02%	Reduced
448	PCM Princeton Capital Management Red Bank, New Jersey	$1.16M	+$249K	3	0.58%	Increased
449	Prudential plc London, England, United Kingdom	$1.16M	-$6.31M	1	0%	Reduced
450	Wolverine Asset Management Chicago, Illinois	$1.15M	+$168K	2	0.02%	Increased